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FXAIX vs LMPIX
FXAIX vs LMPIX Comparison
Open Charts FXAIX vs LMPIX
ClearBridge Appreciation FI
Price$39.48
Change+$0.22 (+0.56%)
VolumeN/A
Net Assets9.52B
FXAIX vs LMPIX Comparison Chart in %
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FXAIX vs. LMPIX commentary
Oct 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Hold and LMPIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. LMPIX (9.52B). FXAIX pays higher dividends than LMPIX: FXAIX (1.12) vs LMPIX (0.34). FXAIX was incepted earlier than LMPIX: FXAIX (14 years) vs LMPIX (17 years). LMPIX (1.00) is less costly to investors than FXAIX (0.01). LMPIX is a more actively managed with annual turnover of: 17.00 vs. FXAIX (3.00). FXAIX (0) and LMPIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. LMPIX (4.58). FXAIX return over 5 years is better than : 105.92 vs. LMPIX (44.06).
| FXAIX | LMPIX | FXAIX / LMPIX | |
| Total Expense Ratio | 0.01 | 1.00 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.00 | 2% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 14.435 | 12.543 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 9.52B | 7,592% |
| Annual Yield % from dividends | 1.12 | 0.34 | 332% |
| Returns for 1 year | 15.54 | 4.58 | 339% |
| Returns for 3 years | 87.16 | 42.75 | 204% |
| Returns for 5 years | 105.92 | 44.06 | 240% |
| Returns for 10 years | 261.52 | 100.37 | 261% |
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